| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Annual fee may be negotiable.
Copley Financial Group charges an annual fee based on your assets under management. The annual fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the month. The firm requires a minimum of $100,000 to open an account, however the minimum may be waived at Advisor’s discretion.
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsMatthew works as a consultant for Universal Consulting Group, focusing on marketing lead generation for mortgages. He dedicates a few hours per week to this activity.